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Marsh McLennan Agency Private Client Services

Insurance & Risk Advisory White Plains, NY

Directory listing — factual and alphabetical. Inclusion is not a ranking, rating, or endorsement, and no compensation is involved. Families should perform their own diligence.

Brokerage practice placing personal insurance for wealthy families.

Official website ↗

Link verified August 25, 2026

How to evaluate firms like this

Building an Advisory Team

Building an advisory team means assembling the core professionals a substantial family relies on — investment…

Evaluating Investment Advisers

Evaluating an investment adviser means looking beyond track record to examine fiduciary status, registration…

RIA vs. Broker-Dealer

Registered investment advisers (RIAs) operate under a fiduciary duty, meaning they are legally required to…

How Advisers Are Paid

Financial advisers are compensated through several distinct models — asset-based fees, flat retainers, hourly…

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Invest

Investing Public Markets Private Markets Real Estate Lifestyle Assets Markets Overview Screener

Plan

Tax Estate Planning Trusts Philanthropy Insurance Risk Management Banking & Credit

Family

Family Office Family Governance Next Generation Global Wealth Professionals

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